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Automation Overview

Peter Flickinger avatar
Written by Peter Flickinger
Updated over 2 weeks ago

Pinpoint's Automation feature allows you to automate complex workflows across regions, roles, and stages while keeping every candidate experience consistent and personal. You can use automations to move candidates, send messages, update jobs, and more, all without manual effort.

Automation (Automation V2)

Automation allows you to create rules and triggers that automatically perform actions when specific conditions are met. For example, you might create automations to:

  • Move candidates between stages

  • Send personalized emails or SMS messages

  • Update job or offer statuses

  • Notify team members when key events happen

These automations apply everywhere. This means you can create connected workflows that adapt to different roles, regions, or conditions so you can manage complex hiring from a single place.

Depending on your plan, you might have access to Basic or Advanced Automation.

Please note - users will need to be assigned the "Create & Manage Automations" permission to access automation templates


Automation Templates

You can choose from ready-made templates for common hiring workflows in the Pinpoint Automations Template Library. Templates can be customized to match your process, and you can add, remove, or edit triggers and actions at any time.


Job Automation (Automation V1)

Job Automation allows you to automate tasks and processes related to a specific job. This gives you fine-grained control over how each job behaves. If you’re managing multiple jobs with the same process, consider using the Automation feature instead. This means you can build once and apply the same logic across multiple roles or locations.

Looking for automation inspiration? Read our article with 27 automation ideas to help you get started.

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